Winthrop Advisory Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Sell |
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|
2025
Q2 | $263K | Buy |
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|
2025
Q1 | $223K | Buy |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $245K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $226K | Sell |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $230K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $397K | Sell |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $393K | Sell |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $846K | Sell |
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|
2018
Q2 | $945K | Sell |
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|
2018
Q1 | $927K | Sell |
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|
2017
Q4 | $1.04M | Buy |
|